Actions

Escalate to Human

Route sensitive, complex, or unresolved conversations to a human support workflow.

Documentation Index

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Route sensitive, complex, or unresolved conversations to a human support workflow.

QwryAI Escalate to Human action setup
Connect the action, test the trigger, and verify the customer-facing result before launch.

Configuration

Setup checklist

  • Escalation trigger rules
  • Queue or assignee
  • Customer-facing waiting message
  • Fallback behavior outside business hours

Escalation setup

  • Define sensitive, unresolved, or account-specific questions that require a human.
  • Choose the help desk or support destination.
  • Write the waiting message shown to the customer.
  • Decide whether AI replies should stop immediately.
  • Test vague and frustrated customer messages.
AreaCheck before launch
TriggerThe chatbot knows when this action should and should not run.
DataOnly required customer fields are sent to the action or external system.
Success stateThe customer sees a clear confirmation after the action completes.
FallbackThe chatbot has a safe reply when the action fails or cannot run.

Production check

After the action works in a test conversation, review the customer-facing text, fallback behavior, and any data sent to external systems.

Validation

  1. Open the selected chatbot.
  2. Enable or connect the action.
  3. Configure the required fields.
  4. Trigger the action in Playground.
  5. Confirm the result in the connected tool or help desk.
  6. Review the customer-facing message before launch.